IAS
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IMA Advisory Services’s Southwest Airlines LUV Stock Holding History

IMA Advisory Services’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Buy
+216
New +$9.07K ﹤0.01% 719

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IMA Advisory Services's LUV Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Southwest Airlines (LUV) in Q2 2026: 216 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • IMA Advisory Services held 216 shares of Southwest Airlines worth $11.1K as of Q2 2026.
  • Southwest Airlines was a new IMA Advisory Services position in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #719 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.